FDL icon

First Trust Morningstar Dividend Leaders Index Fund

155 hedge funds and large institutions have $529M invested in First Trust Morningstar Dividend Leaders Index Fund in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $542M → $529M (-$12.7M)

27% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 63

Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.01M
52
$999K
53
$932K
54
$909K
55
$908K
56
$901K
57
$877K
58
$860K
59
$817K
60
$806K
61
$743K
62
$740K
63
$739K
64
$721K
65
$691K
66
$618K
67
$615K
68
$611K
69
$599K
70
$592K
71
$583K
72
$582K
73
$574K
74
$541K
75
$524K